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Brainard Capital Management’s Sysco SYY Stock Holding History

Brainard Capital Management’s Portfolio SYY Stock Details SYY Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q1 		$260K Sell
3,372
-464
-12% -$35.6K 0.2% 62
2022
Q4 		$293K Buy
+3,836
New +$310K 0.25% 58

Other funds holding SYY

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Parnassus Investments
Parnassus Investments San Francisco, California $37.4B AUM 35.42% 1-Year Est. Return
Aristotle Capital Management
Aristotle Capital Management Los Angeles, California $47.7B AUM 13.92% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Lazard Asset Management
Lazard Asset Management New York $66.1B AUM 33.53% 1-Year Est. Return

Brainard Capital Management's SYY Position: Q1 2023 in Review

Brainard Capital Management reduced its Sysco (SYY) stake by 12% in Q1 2023, selling an estimated $35.6K and leaving 3,372 shares worth $260K. The position accounts for 0.2% of the portfolio, ranked #62.

Brainard Capital Management first reported a position in SYY in Q4 2022 and has held it in 2 quarters since. The position peaked at $293K in Q4 2022. 1,412 funds tracked by Wall St. Rank hold SYY as of Q1 2023.

  • Brainard Capital Management held 3,372 shares of Sysco worth $260K as of Q1 2023.
  • Brainard Capital Management sold 464 Sysco shares in Q1 2023, an estimated $35.6K.
  • Sysco made up 0.2% of Brainard Capital Management's portfolio in Q1 2023, its #62 holding.
  • Brainard Capital Management first reported a position in Sysco in Q4 2022 and has held it in 2 quarters since.
  • Brainard Capital Management's Sysco position peaked at $293K in Q4 2022.
  • 1,412 funds tracked by Wall St. Rank held Sysco as of Q1 2023.

Based on Brainard Capital Management's 13F filing for Q1 2023, filed 9 May 2023.